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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,798 | $91,536-20.5% | $130,062-44.0% | $75,177-3.2% |
| Participation rate | 90.2% | 71.5%+18.8pp | 78.5%+11.7pp | 67.2%+23.0pp |
| Annual return | 472.51% | -631.62%+1104.1pp | -137.37%+609.9pp | 160.75%+311.8pp |
| Employer contribution / active EE | $6,392 | $2,845+124.7% | $4,322+47.9% | $2,671+139.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,874 | $6,780-57.6% | $10,601-72.9% | $5,651-49.1% |